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Full Service Financial Planning


Full Service Financial Planning

We create uniquely crafted custom Financial Plans encompassing:

  • Goal oriented cash flow projections and strategies
  • Asset Allocation and Overlap Analysis across all accounts
  • Risk Management Needs Analysis and Insurance Policy Review
  • Tax projections and Planning*
  • Accumulation and Distribution options
  • Employer sponsored plan reviews
  • Social Security Benefit Review, analysis and strategy suggestions
  • “What If” scenarios for varying types of market conditions and personal situations
  • College Education funding options and plans
  • Retirement Income and Expense Projections
  • Long Term Care and Estate Planning
  • Recommendations and Guided Next Steps

In addition, you will receive the following:

  • Personalized Financial Planning Website with data aggregation and reporting.
  • Ongoing investment management and asset rebalancing.
  • Bi-annual review meetings with your Financial Advisor with revisions to Plan as needed.
  • Coordination with other financial team members, including attorney, CPA, etc.
  • Ongoing advice for you and your family members on all decisions with a financial component – including mortgages, loans, leases, real purchases and others.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Are you currently working with a Financial Advisor?

Do you know what you are paying? Our Fees are listed below.

Initial Financial Plan Creation
One Time Payment
$1,500 - $3,000*

* Based on complexity of the planning needed.

The Financial Planning Creation Fee would be discounted based on the value of assets to be managed by our firm.